Jeff Fuhrman is a seasoned executive with a 30-year track record of driving business growth, optimizing operations, and building high-performing teams. As President of Bogart Wealth, he leads the firm’s initiatives to enhance growth, expand capabilities, and strengthen its operational foundation.

With deep leadership expertise, Jeff specializes in scaling organizations, improving efficiency, and executing high-impact strategies that drive long-term success.

Before joining Bogart Wealth, Jeff was a Partner and President of Coastal Bridge Advisors, an independent RIA serving high-net-worth and ultra-high-net-worth clients. During his 11+ year tenure, he led strategic, financial, and operational initiatives across the organization, helping position the firm as an industry leader.

Previously, Jeff was President of IMG Artists, a global leader in arts and entertainment management with offices worldwide, and President of Gemini Voice Solutions, a Blackstone-backed technology firm specializing in VoIP technology. Earlier in his career, he was an investment banker at Salomon Smith Barney.

Jeff holds an MBA from Columbia University and a BA from Clark University.

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Please Note: Neither media mentions, nor awards or rankings, nor the achievement of any professional designation, should be construed as a guarantee that any client will experience a certain level of results if the investment professional or Bogart Wealth is engaged to provide investment advisory services.

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